Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2023-02-10
NY RA APPROVED 2021-04-19
VT RA APPROVED 2020-12-22
TX RA APPROVED_RES 2009-05-07
CT RA APPROVED 2006-08-07
  • NV RA
    APPROVED
    Since 2023-02-10
  • NY RA
    APPROVED
    Since 2021-04-19
  • VT RA
    APPROVED
    Since 2020-12-22
  • TX RA
    APPROVED_RES
    Since 2009-05-07
  • CT RA
    APPROVED
    Since 2006-08-07

Branch Locations

400 S Rampart Blvd, Las Vegas, NV 89145 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 03/2006 Present
Bank Of America, Na New York NY 09/2009 Present
Other Businesses

I*1517369For profit or not for profit: Name of outside business organization: M G Investment related: NAddress of business: Woodbury, New York, 11797, United StatesNature of business: Position, title, association: Executor, Start date of relationship: 10/5/2023Number of hours devoted: 2 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: Was named Executor in Merrill colleague Matthew Gold's Will. This occurred in 2023 with pre-clearance from OMT (J P). I*2199345, Entity Type: , Name of OBA: Rental Property 1, Address: New York, New York, 10128, Investment Related: N, Position, Title, Association: Sole owner, Employee State Date: 04/01/2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties: I*4995267, Entity Type Entity For Profit, Name of OBA: A2B Legacy Properties, LLC Address: Las Vegas Nevada 89149 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 07/20/2026 No Hours: 5 Weekly No Hours during trading: 0 Duties: 1 of 3 partners. Responsibilities will include sourcing real estate, securing a mortgage if needed, making decisions on home improvements, repairs, maintenance etc. Will also help manage P/L, cash flows, accounting, overall property management (self or outsourced). To invest in a portfolio of income producing properties

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-31
  • S66 Uniform Combined State Law Examination
    2007-01-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Las Vegas, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor